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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Jimbo Cobb who wrote (11776)	3/19/2006 10:15:24 PM
From: Paul Senior	Read Replies (2) \| Respond to of 12662

Flex on my watch list. Maybe in under 10 for a few shares. Full position in NTE. A few shares of BHE. finance.yahoo.com

To: Jimbo Cobb who wrote (11776)	3/20/2006 12:21:28 PM
From: Paul Senior	Read Replies (1) \| Respond to of 12662

Here's a seed I am planting: buying (just a few shares) KCI 2day: finance.yahoo.com

To: Jimbo Cobb who wrote (11776)	3/23/2006 10:50:27 AM
From: John Vosilla	Read Replies (1) \| Respond to of 12662

SANM should get a nice boost after this report and cheapest of the group by far based on EV/Sales: Jabil Shares Up After 2Q Results Thursday March 23, 9:35 am ET Jabil Shares Jump Following Second-Quarter Results, Solid Outlook As Analysts See Growth NEW YORK (AP) -- Shares of Jabil Circuit Inc. jumped more than 7 percent Thursday, on the heels of two analyst upgrades after the electronics manufacturer posted a 50 percent surge in quarterly profit Wednesday. ADVERTISEMENT The St. Petersburg, Fla., circuit board and computer component maker's adjusted second-quarter profit was in line with Wall Street estimates, and the company issued a third-quarter adjusted outlook of 43 cents per share, above average analyst estimates of 41 cents per share, according to a Thomson Financial poll. Needham analyst Richard Kugele upgraded the company to "Buy" from "Hold" based on the results, and said in a client note, "Jabil continues to prove why it is regarded among the upper echelon of the electronics manufacturing service industry." The company's growth, he added, "should exceed 30 percent in fiscal 2006, with 20 percent to 25 percent as a sustainable level over the next few years." BMO Nesbitt Burns analyst Paras Bhargava boosted the firm's rating to "Outperform" from "Market Perform," and increased the target price to $48 from $38. The company's acquisition of electronics manufacturing services company Celetronix, expected to close in the next few weeks, "should add about $100 million in revenue in the remainder of 2006," the analyst wrote in a client note. Jabil shares rose $2.76, or 7.2 percent, to $41 in early-morning trading on the New York Stock Exchange. The stock has traded in a range of $26.11 to $41.29 in the past 52 weeks.